Paraplanner

About the role

The Paraplanner is a key member of the Advice & Paraplanning Team, responsible for the end-to-end preparation of Statements of Advice (SOAs) for the firm's Private Wealth Advisers. This role requires a high level of technical competence across superannuation, investments, insurance, retirement planning, SMSF, and estate planning strategies. The Paraplanner works with a high degree of autonomy, preparing compliant and client-ready advice documents with minimal supervision while ensuring all outputs meet the firm's quality, compliance, and regulatory standards.

Key responsibilities

• Prepare comprehensive, compliant Statements of Advice (SOAs) across superannuation, investments, insurance, retirement planning, SMSF, and estate planning strategies.
• Conduct financial modelling, scenario analysis, and cashflow projections to support advice recommendations.
• Ensure all advice documents are accurate, compliant.
• Prepare alternative strategy comparisons, risk profiles, and fee disclosure documentation as required.
• Manage concurrent SOA preparation across multiple advisers and clients, meeting agreed deadlines.
• Research and analyse superannuation, insurance, investment, social security, aged care, and SMSF strategies to support adviser recommendations.

About you

• Advanced Diploma of Paraplanning, Diploma of Financial Planning, or equivalent qualification.
• Minimum 3–5 years of paraplanning experience supporting Australian financial advisers.
• Demonstrated experience preparing SOAs and ROAs across a broad range of financial planning strategies.
• Strong working knowledge of Australian superannuation, insurance, and investment regulatory frameworks.
• Experience with AdviserLogic and related financial planning software.
• Advanced technical knowledge across superannuation, investments, insurance, retirement planning, SMSF, and estate planning.
• Advanced financial modelling and cashflow projection skills.
• Strong written communication skills with the ability to present complex strategies in clear, client-friendly language.